John Gray
Hamilton Gray Wealth Management · Houston, Texas
John Gray is a fee-only financial advisor at Hamilton Gray Wealth Management in Houston, Texas. John charges an ongoing planning fee and focuses on estate & legacy planning, tax planning and small business owners.
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Specialties
Who they serve
- Multi-generational families
- Ultra high net worth
Facts
| Firm | Hamilton Gray Wealth Management |
|---|---|
| Based in | Houston, Texas |
| Fee model | Ongoing planning fee |
| Assets under management | $161.7M across 62 accounts |
| SEC registration | Investment adviser representative in TX · CRD 5145767 |
| Exams passed | Series 63 (2007) · Series 65 (2014) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.hamiltongraywealth.com |
| Profile |
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Questions about John
Is John Gray a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: John holds no broker registration, and Hamilton Gray Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does John charge for financial advice?
John charges an ongoing planning fee.
Where is John Gray based?
John Gray is based in Houston, Texas.
What does John specialize in?
John's specialties include estate & legacy planning, tax planning and small business owners. John works with multi-generational families and ultra high net worth.
Is John Gray registered with the SEC?
Yes. John Gray is registered as an investment adviser representative in TX (CRD 5145767), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Hamilton Gray Wealth Management manage?
Hamilton Gray Wealth Management reports $161.7M across 62 accounts in assets under management.
How do I contact John Gray?
Through John's website, www.hamiltongraywealth.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Hamilton Gray Wealth Management website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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